In Tracker, there are 2 types of attachments, Global file attachments and record attachments.
global file attachments are file attachments that can be accessed by anyone, including unregistered users who
do not have the ability to login to the workgroup. Global attachments are not associated with one particular record.
Record attachments are file or URL attachments that are associated with one
particular record. Record file attachments can only be accessed by a user with a Tracker user account
who is actively logged into the workgroup.

Global File Attachments List

A complete list of global file attachments is available in the Admin section.
Actions such as viewing, editing,
deleting and downloading global file attachments
can be done using the buttons and links for the attachment entry.
A link to the Record Attachments list is also available
in the upper right corner of this page.

The list shows all global file attachments for the entire workgroup. The list can be sorted
by clicking on one of the column headings. The first click on a column heading
will sort the list in ascending order. The second click on the same column heading
will sort the list in descending order.

Attachment Description
A description of the file attachment. The text displayed here is entered when the
global file attachment is created. It can be edited at any time.

File Name
The actual name of the file that was attached.

Unique File ID
An alphanumeric string that uniquely identifies the file that was attached. This is
set at the time the file is attached.

Searching for Global File Attachments

You can search for attachment(s) using the Search section at the top of the
Global File Attachment List.

If desired, click on the
dropdown icon to select in which fields
you wish to search. Selecting "<All>" will search all
fields for the key word(s) or phrase entered (this is the
default selection). Or, you can
search in "Description", "File Name" or "Unique File ID".
You can select multiple fields by holding down the Ctrl
button on your keyboard as you make your selections.

Click on the
Search icon to run the search. Any matches
will be displayed.

You can click on the
remove icon to remove the search criteria
and reset to the defaults (no key word(s) or phrase in Search
text box and "<All>" selected). This will also display the full
list of global file attachments.

Adding a Global File Attachment

Global file attachments can only be created by a user with the Admin privilege.

Enter a meaningful description of this
attachment in the Attachment Description field

Click on the Browse
button to select the file you wish to attach

Select the file and click on the Open button

Click on the OK button to save the global file attachment

Viewing a Global File Attachment

A global file attachment can either be viewed from the Global File Attachments List
or it can be viewed using a direct URL which can be accessed by any user
(including those who do not have a Tracker user account).

To view a global file attachment from the Global File Attachments List:

where servername is the TCP/IP host name of the machine where Tracker
is installed and workgroupname is the name of the workgroup where the attachment is located and
Unique File ID is the Unique File ID of the global file attachment you are trying to access. For example,
using the first global file attachment listed in the sample image of the File Attachments List
and assuming the TCP/IP host name of the Tracker is "MYSERVER" and the workgroup name is "pteval",
the direct URL to view this attachment would be:

To download a global file attachment, click on the download icon to the right
of the attachment. Click on the Save button to save the file.
You will be prompted to select the location where you wish to save the file.

Editing a Global File Attachment

The Attachment Description for a global file attachment can be edited
at any time.

Click on the Delete button to the left of the attachment you wish to delete

Click OK to confirm

Record Attachments

Record attachments are file or URL attachments that are associated with one particular record.
Record file attachments can only be accessed by a user with a Tracker user
account who is actively logged into the workgroup. The only exception is when the
Knowledge Base feature is enabled. In that case,
any record file attachments that are associated with a record that is published in the Knowledge Base
can be accessed by any user, including unregistered users who do not have a
Tracker user account.

Record Attachments List

A complete list of record attachments is available in the Admin section.
Actions such as viewing and downloading record attachments
can be done using the buttons and links for the attachment entry. Record attachments
can only be added,
edited
and deleted
from the Edit Attachments section within a particular record.
Those actions are described in the Record Attachments
section of the User Guide.
A link to the Global File Attachments list is also available
in the upper right corner of this page.

Click on the Record Attachments link in the upper right corner of the page

The list shows all record attachments for the entire workgroup. The list can be sorted
by clicking on one of the column headings. The first click on a column heading
will sort the list in ascending order. The second click on the same column heading
will sort the list in descending order.

PRN
The record number to which the attachment belongs. To go to the View Page of the associated record,
click on the PRN.

Attachment Description
A description of the file attachment. The text displayed here is entered when the
attachment is created. It can be edited at any time via the
Edit Attachments page.

File Name/URL
If Type is "File", the File Name/URL is the actual name of the file that was attached
to the record.
If Type is "URL", the File Name/URL is the actual URL that was attached to the record.
For URL attachments, the URL can be edited at any time via the
Edit Attachments page.

Unique File ID
An alphanumeric string that uniquely identifies the file that was attached. This is
set at the time the file is attached. A unique file ID is not created for URL attachments.

Type
This notes the kind of attachment: File or URL.

Searching for Record Attachments

You can search for attachment(s) using the Search section at the top of the
Record Attachment List.

Click on the Record AttachmentsType in a key word(s) or phrase into the Search text box

If desired, click on the
dropdown icon to select in which fields
you wish to search. Selecting "<All>" will search all
fields for the key word(s) or phrase entered (this is the
default selection). Or, you can
search in "PRN", "Description", "File Name/URL" or "Unique File ID".
You can select multiple fields by holding down the Ctrl
button on your keyboard as you make your selections.

When searching in the PRN field, the short name of a form cannot be used
as part of the search criteria.
Therefore, if you are searching for KB22, enter the number "22". However,
this will return similar matches in other forms (e.g. SUP22, DEV22) and will
also return other records with a similar PRN like KB122, KB222, KB322, etc.

Click on the
Search icon
to run the search. Any matches
will be displayed.

You can click on the
remove icon
to remove the search criteria
and reset to the defaults (no key word(s) or phrase in Search
text box and "<All>" selected). This will also display the full
list of record attachments.

Viewing a Record Attachment

To view a record attachment, click on the link in the
Attachment Description column.

Downloading a Record Attachment

To download a file attachment, click on the download icon to the right
of the attachment. Click on the Save button to save the file.
You will be prompted to select the location where you wish to save the file.

Editing a Record Attachment

The Attachment Description for a record attachment can be edited
at any time via the
Edit Attachments page.